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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.1+ years Service code 25 · EIN 25-1211909 | Directed Trustee | $4,825 |
PNC BANK, N.A.1+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 59 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,378 | $70,002+210.5% | $115,037+89.0% | $52,331+315.4% |
| Participation rate | 100.0% | 72.1%+27.9pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | -1.20% | 4.04%-5.2pp | 26.14%-27.3pp | 4.54%-5.7pp |
| Employer contribution / active EE | $8,976 | $2,715+230.6% | $4,608+94.8% | $1,882+377.0% |
| Participant deferral / active EE | $7,450 | $4,920+51.4% | $6,026+23.6% | $3,022+146.5% |
| Admin fee / account holder | $16 | $566-97.2% | $8,175-99.8% | $592-97.3% |